Alinity Wealth Management
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Strong relationships are at the heart of what we do. Alinity Wealth Management and MPS are not affiliated entities.
We get to know you, and what matters to you, so that we can provide you with financial planning tailored to your needs and goals. Investment Advisory Services are offered through Mariner Platform Solutions (MPS), a SEC Registered Investment Adviser.
09/24/2026
Behind every financial plan is a real person.
And apparently, those people have very different ideas about what counts as early, late, and exactly on time. ☕⏰
Swipe through to get to know the team a little better.
09/22/2026
For many business owners, selling a business represents the end of one chapter and the beginning of another.
The financial details matter. So do the tax implications, deal structure, and transition planning.
But one of the most important questions is often the most personal:
What are you retiring to, building toward, or creating space for next?
A business sale can create new opportunities, greater flexibility, and the freedom to focus on different priorities.
Taking time to think about those possibilities before the transaction is complete can help ensure that financial decisions remain aligned with the life you want to build afterward.
A thoughtful transition plan looks beyond the sale itself and considers what comes next.
Why choose a career in wealth management?
For Matt, the answer was never just about investments or numbers.
He wanted a career where he could serve others, build meaningful relationships, and help people navigate some of life's biggest decisions with greater clarity and confidence.
At its best, financial planning is about more than money. It's about helping people align their financial resources with the life they want to live, the people they care about, and the goals that matter most.
This is Matt's why.
09/18/2026
🎉 Happy 3-Year Anniversary, Mackenzie!
For the past three years, Mackenzie has been an important part of the Alinity team, bringing dedication, thoughtfulness, and a genuine commitment to serving our clients and supporting those around her.
Please join us in congratulating Mackenzie on this milestone and celebrating her third anniversary with Alinity! 💙
There is no one-size-fits-all financial plan. Every plan should reflect an individual's unique goals, needs, and circumstances.
But if financial planning were a recipe, our advisors seem to think it starts with a few key ingredients and a healthy amount of seasoning. 👨🍳✨
09/11/2026
Building wealth isn't a single milestone. It's a series of decisions made throughout life's different seasons.
And those questions may change over time:
• How do I build financial stability?
• Am I saving enough?
• Can I retire comfortably?
• What kind of legacy do I want to leave?
A thoughtful financial plan helps bring those pieces together and adapt as your goals evolve.
No matter your stage of life, planning starts with understanding what you're working toward.
Get to know Luke!
One piece of wisdom he tries to live by is being quick to listen, thoughtful before speaking, and patient in challenging moments.
As for productivity, his approach is a bit less philosophical: music on, coffee poured, and it's time to focus. ☕🎵
09/04/2026
We're honored to share that our own Brianna Blount Wilks, CFP®️, CDFA®️, has been featured by Influential Women.
Brianna's approach to financial planning goes beyond numbers. She believes that financial decisions are deeply connected to the lives we want to create, and she is passionate about helping individuals navigate important transitions with confidence, clarity, and purpose. Her focus on education, empathy, and authentic relationships reflects the values we strive to bring to every client experience at Alinity Wealth Management.
Read her feature here: https://bit.ly/4xaQNYj
Brianna Blount Wilks - Wealth Management Advisor │ Influential Women View Brianna Blount Wilks's profile on Influential Women. Wealth Management Advisor. Connect with inspiring leaders and professionals in our community.
09/02/2026
Retirement isn't just about having enough to retire. It's about having something meaningful to retire to.
For years, so much of life can be structure around the routine of work & responsibilities. However, retirement changes that rhythm - and suddenly, the question becomes bigger than "Do I have enough?"
It becomes:
What brings my fulfillment?
What energizes me?
How do I want to spend my time?
What do I still want to contribute?
The Japanese concept of ikigai invites us to think about the things that give our lives meaning and purpose.
Because a thoughtful retirement plan shouldn't only prepare your finances for the next chapter. It should give you the freedom to actually live it.
So, what are you retiring to?
Thinking about selling your business?
The sale itself is only one part of the equation.
Ethan shares a few important considerations business owners often overlook when planning an exit, including:
• Tax planning surrounding the sale
• Lump-sum versus installment payments
• Asset sales versus stock sales
• Planning for life after the business
A thoughtful exit plan considers more than the purchase price. It also considers how the decisions made during the sale may affect your financial life, goals, and future opportunities.
Because the question isn't just, "How do I sell my business?"
It's also, "What do I want life to look like afterward?"
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Address
4884 Bluebonnet Boulevard
Baton Rouge, LA
70809
Opening Hours
| Monday | 8am - 5pm |
| Tuesday | 8am - 5pm |
| Wednesday | 8am - 5pm |
| Thursday | 8am - 5pm |
| Friday | 8am - 4pm |